Daily Market Wrap · US Equities
Tuesday, July 21, 2026
Where capital concentrated today — 12 active themes, 4 drawing inflows and 8 under selling pressure across 116 structural events. Jodie reads breadth, flow direction, and follow-through, so the picture is the group move, not isolated tickers.
Where money flowed in
Where money flowed out
Cloud-Based Software
$MSFT · 24 names · 29% breadth
-$133.2M
Investment Grade Bonds
$LQD · 2 names
-$84.2M
Alphabet Services
$GOOGL · 2 names
-$64.7M
Cloud-Based Payment Solutions
$DSGX · 29 names · 10% breadth
-$51.1M
High Yield Bonds
$JNK · 2 names
-$46.4M
Medical Devices & Supplies
$LMAT · 18 names · 22% breadth
-$45.0M
Next-session watchlist
Names that joined moving themes late in the session.
See it live
The radar updates through the session — watch themes form, broaden, and fade in real time.
Open the live theme map →Descriptive market-structure analysis. Not investment advice.